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683 hedge funds and large institutions have $17B invested in IDEX in 2026 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 254 increasing their positions, 206 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more call options, than puts

Call options by funds: $57.1M | Put options by funds: $24.9M

30% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 69

23% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 206

20% more capital invested

Capital invested by funds: $14.2B → $17B (+$2.79B)

1% more funds holding

Funds holding: 676683 (+7)

0.37% more ownership

Funds ownership: 100.73%101.11% (+0.37%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
683
Holders Change
+7
Holders Change %
+1.04%
% of All Funds
8.25%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
90
Increased
254
Reduced
206
Closed
69
Calls
$57.1M
Puts
$24.9M
Net Calls
+$32.2M
Net Calls Change
+$30M
Name Holding Trade Value Shares
Change
Change in
Stake
VNA
626
Valley National Advisers
Pennsylvania
$3.4K +$423 +2 +15%
JWM
627
JPL Wealth Management
Colorado
$3.4K +$3.17K +15 New
DAM
628
Delta Asset Management
Tennessee
$3.4K
BHWM
629
Bay Harbor Wealth Management
Maryland
$3.4K +$635 +3 +25%
CCMI
630
Creative Capital Management Investments
California
$3.4K +$3.17K +15 New
FC
631
Financial Consulate
Maryland
$3.18K
PWMG
632
Private Wealth Management Group
New Jersey
$3.18K
PWA
633
Physician Wealth Advisors
Utah
$3.18K +$423 +2 +17%
AW
634
Avion Wealth
Texas
$3K +$1.69K +8 +89%
S
635
Sachetta
Massachusetts
$2.95K
MCM
636
Manchester Capital Management
Vermont
$2.72K
DPW
637
DiNuzzo Private Wealth
Pennsylvania
$2.72K +$212 +1 +9%
BIA
638
Bell Investment Advisors
California
$2.5K
KFG
639
Kingdom Financial Group
Arizona
$2.37K
ADL
640
Asset Dedication LLC
California
$2.27K
KG
641
Kilter Group
New York
$2.27K
HIA
642
HFM Investment Advisors
New Jersey
$2.27K +$1.06K +5 +100%
CPG
643
Cornerstone Planning Group
New Jersey
$2.23K
YDMI
644
Y.D. More Investments
Israel
$2.06K +$27.9K +132 +5%
BH
645
Burk Holdings
Oklahoma
$1.82K
GWM
646
Geneos Wealth Management
Colorado
$1.62K -$6.35K -30 -81%
NA
647
Networth Advisors
Pennsylvania
$1.59K
SWM
648
SHP Wealth Management
Massachusetts
$1.59K +$846 +4 +133%
AG
649
AmeriFlex Group
Nevada
$1.59K +$1.48K +7 New
HFS
650
Hughes Financial Services
Virginia
$1.36K +$1.06K +5 +500%

IEX Hedge Fund Activity: Q2 2026 in Review

683 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q2 2026, worth a combined $17B — up 20% from $14.2B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new IEX positions and 69 closed out — a net gain of 21 holders — while 254 added to existing stakes and 206 trimmed.

The largest buyer was Pictet Asset Management, adding an estimated $128M. The largest seller was VanEck Associates, exiting entirely with an estimated $178M sold.

  • 683 institutional investors held IDEX (IEX) as of Q2 2026, up from 676 in Q1 2026.
  • Funds reported $17B of IDEX stock for Q2 2026, up 20% quarter-over-quarter.
  • 90 funds opened new IDEX positions in Q2 2026 and 69 closed out, a net change of +21 holders.
  • The largest IDEX buyer in Q2 2026 was Pictet Asset Management, an estimated $128M added.
  • The largest IDEX seller in Q2 2026 was VanEck Associates, an estimated $178M sold.

Based on aggregated 13F filings for Q2 2026.